Client Plan Sponsor and Advisor/Consultant Experience Roundtable

2021 Program

  • Input into Roundtable activities at a planning and naming committee
  • Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
  • Client Relationship Management Sentiment Survey and Report (2 during the year)
  • 4 employer polls ($14,000 sample budget)
  • Two viewpoint papers on strategic industry issues based on committee deliberations
  • Creation and maintenance of the 401(k)-listening post LinkedIn page
  • Creation and maintenance of the 401(k)-listening post Website
  • Posting of surveys and reports on the 401(k)-listening post LinkedIn page and website
  • Your company logo and positioning statement on the website of the 401(k) listening post
  • 18 one-hour online meetings
    • 6 for heads of Client Relationship Management
    • 6 for heads of Strategic Account Management
    • 6 for heads of Client / Advisor Experience and Marketing
  • 1 in-person meeting in September 2021 (3 tracks and 3 registrations per company)
  • Other activities as budget allows and membership needs evolve

Video

Participating Firms:

  • ADP
  • Empower-Retirement
  • John Hancock
  • Lincoln Financial Group
  • Nationwide
  • Principal Financial Group
  • Securian
  • The Standard
  • Transamerica
  • Voya Financial

Join

Download the Membership Application Here

On-line Meetings

All meetings from 11:00 a.m. to 12:00 p.m. Eastern

Client Relationship

January 6, March 3, April 14, May 26, October 20 and November 30

Strategic Account Management:

January 19, March 16, April 27, June 8, November 2 and December 14

Client / Advisor Experience & Marketing:

February 2, March 9, April 20, June 1, October 26 and December 7

In-person Meeting

September 27-28, 2021 (tentative)

Boston, MA

2021 Membership Dues

On or before January 31, 2021: $4,800.00                          

After January 31, 2021: $6,000.00                                   

Cancellation policy: There are no refunds for this program

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Contact Us

Phone: (860) 653-1701
Fax: (860) 838-2830
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026